NRW HOLDINGS LIMITED - ASX: NWH

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ASX investor profile picture
ShareShack user name hidden until logged in November 22
In a volitile market you can easily be wiped out chasing speculative stocks.

Relying on quality growth businesses with a proven track record is one of the safest ways to navigate the current market imo.

NWH - mining services company - just announced 45% increase to revenue guidance and 100% increase to earnings.

They haven’t skipped a beat the past few years ... may the growth continue.
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ASX investor profile picture
ShareShack user name hidden until logged in July 03
NWH - mining services co. Current market cap $632m. Current SP $1.70.

Last yr revenue was $370m with npat $28.5m, making a margin of 7.7%.

Next year revenue forecast $1.1b with order book $875m already confirmed. If the margin remains @ 7.7% this means npat forecast $84.7m.

If we use a PE of 15 to value the business, this is a market cap of $1.27b.

Therefore price target is $3.40.

Just hit 12 month price high - still very undervalued imo.

Happy holder!
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ASX investor profile picture
ShareShack user name hidden until logged in May 23
The small end of the market where I tend to concerntrate has run out of steam from the highs in Jan. Lithium, blockchain and med Canibus stocks have failed to resume the highs at start of the year.

Blue chips are also in trouble - banking commission dragging down Big 4 & Telstra doesn’t look set for a recovery any time soon.

General market conditions continue to be bullish - low wage growth and slowing property market will defer any interest rate hikes till next year. Thinking mid caps will see the best gains over short to medium term.

Here are some mid cap stocks I am looking at taking/ increasing my position in:

GEM - child care - 95% of customers better off under the new gov means testing package.

SHV - almond producer - low AUD and maturity of orchards may lead to continued growth. Hedge against trade war with US & China given California produce majority of global almond market.

SLK - tourism should continue to be strong and they just announced declining to consider a take over offer as see future growth.

AAD - recovery from dream world disaster, just sold AMF bowling to strengthen balance sheet and expand Main Event business in US.

NWH - mining and civil works. Currently building Perth airport rail link - may get deals with increased gov infrastructure spend.

I welcome any thoughts on above list or other mid caps that may run in current market conditions.
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